Columnists

Senior Finances… From Wealth Accumulation To Wealth Preservation

Issue 36.09

A retirement transition might call for a shift in your investment approach.

Time passes … and priorities change. When you approach retirement, your investment mindset may have to be modified. If you are in your thirties or forties, […]

Senior Finances… Roth IRA Conversions For 2010

Issue 34.09

Part 2

Why you might want to fund a Roth IRA this year. In 2009, any withdrawals from a traditional IRA can be used to fund a Roth IRA. Interesting. Why is this so?

August 21st, 2009 | Category: Scott Lovell | Comments are closed

Senior Finances… Roth IRA Conversions For 2010

Issue 32.09

In 2010, anyone may convert a traditional IRA to a Roth IRA. No income limits will stand in the way of the conversion. Should you do it? Here’s why it may (or may not) make sense for you to go Roth next year. […]

Senior Finances… Making Investment Decisions

Issue 30.09

Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets can be strongly influenced by factors, […]

Senior Finances… The Big Rollover

Issue 27.09

What should you do with that old 401(k)?

Options, options, options … There are many misconceptions about what must be done with a 401(k) when someone leaves a company. Some people think they have to cash out their […]

Senior Finances… An Introduction To The Stock Market

Issue 25 & 26

Part 2

The market. Think of it like a flea market. Rather than travel all over town, a flea market offers you a central location where buyers and sellers can meet up. The stock market isn’t […]